IFA Administrator

Brook Street; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A respected financial advisory firm in Cardiff seeks an experienced IFA Administrator to support advisers and paraplanners. The role involves managing client documentation, liaising with product providers, and ensuring exceptional service delivery. Candidates should have at least 2 years of experience in a financial services environment, possess strong organisational skills, and be confident communicators. The firm offers competitive salaries, a pension scheme, and comprehensive training to support professional development.

Benefits

Competitive salary

Company pension scheme

Free on-site parking

Support for professional development

Qualifications

• 2+ years of experience in a financial services or professional office environment.
• Strong organisational skills and excellent attention to detail.
• Confident communication skills and client-focused attitude.
• Ability to work independently and collaboratively.

Responsibilities

• Maintain client files and documentation per FCA requirements.
• Liaise with advisers and product providers for information.
• Prepare packs for client review meetings.
• Manage correspondence and update the CRM system.
• Assist with new business processing and client updates.

Skills

Organisational skills

Attention to detail

Written communication

Verbal communication

Job description

We're working with a highly respected Independent Financial Adviser firm based in Cardiff, known for delivering bespoke financial planning and investment advice to both private clients and businesses. The firm has built its reputation entirely through client referrals, reflecting its unwavering commitment to service quality and trusted relationships. They're now looking to appoint an experienced IFA Administrator to join their growing support team.

The Role:

As an IFA Administrator, you'll play an essential role in supporting advisers and paraplanners, ensuring exceptional service delivery to clients. You'll work as part of a collaborative and supportive team, helping manage client information, documentation, and the smooth running of daily operations within a busy advisory office.

Day-to-day responsibilities will include:

• Preparing and maintaining client files and documentation in line with FCA requirements.
• Liaising with advisers, paraplanners, product providers to obtain valuations, quotations, and policy information.
• Supporting client review meetings by preparing packs and ensuring client information is up to date.
• Managing incoming and outgoing correspondence, updating records on the CRM system, and handling general administrative tasks.
• Assisting with new business processing and keeping clients informed on progress updates.

Who we're looking for:

• Previous experience in a financial services or professional office environment (ideally 2 years+).
• Strong organisational skills with excellent attention to detail.
• Confident communicator, both written and verbal, with a client-focused attitude.
• Comfortable working independently as well as part of a collaborative team.
• Familiarity with investments, pensions, or life products would be an advantage but not essential.

What we offer:

• Competitive salary depending on experience.
• Company pension scheme.
• Free on-site parking.
• Full training on internal systems and support for professional development, including financial services qualifications.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.